Plan Ledger DOL Form 5500 · updated monthly

American Association of Critical-Care Nurses401(k)

AACN 401(K) RETIREMENT SAVINGS PLAN · ALISO VIEJO, CA · plan year 2024

Reported admin expense ratio · 2024
0.14%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

American Association of Critical-Care Nurses reported $61,562 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $8,194 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.11% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,788th-largest of 9,483 plans among California employers on file, and the 925th of 3,091 in educational services. In 2024, employees put in $1.38 for every $1.00 the employer contributed; active participation has grown from 183 to 211 since 2022.

Plan summary
Net assets, end of year$49,019,267
Participants with balances233
Active participants211
Employer contributions$1,728,864
Employee contributions$2,378,138
Employer contribution per active participant$8,194
Average account balance$210,383
Benefits paid to participants$2,408,994
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$49.0M · 233 accts · $1.7M emplr
2023$41.3M · 222 accts · $1.5M emplr
2022$34.2M · 210 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,562
Total administrative$61,562
The American Association of Critical-Care Nurses 401(k) match · 2024
Employer contribution per active participant$8,194
Median for plans this size$2,416
2024$8,194 per active participant
2023$7,789 per active participant
2022$7,953 per active participant

American Association of Critical-Care Nurses's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$61,561
PENSION BENEFITS UNLIMITED INC · Contract administrator · Pension consultingindirect comp
CHARLES SCHWAB · Custodial (securities)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$61,562 · 0.14%
2023$50,130 · 0.13%
2022$39,504 · 0.11%
Same employer
Similar plansEducational Services · California
Keck Graduate Institute CA$50.8M · 0.03%
Marin Academy CA$50.2M · 0.18%
Windward School Inc CA$48.9M · 0.10%
Town School for Boys CA$48.8M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952706905 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.